TAGs and SEGMENTS management
WHAT IS IT ALL ABOUT?
What are TAGs?
The information you have about your contacts and their interests will be recorded in the Infomail email marketing platform as TAG.
Think of TAGs as labels you can apply to your recipients to keep them organized. If you have worked with a CRM or even a blogging platform, you may have already used a tagging feature to apply categories to customers or content.
TAGs are used to categorize your recipients based on the information you have about them. Their purpose is to segment your mailing list, that is, to allow you to organize your contacts to make mailings to certain groups (so-called Segments).
SEGMENTING THE MAILING LIST: STEP BY STEP
How to use TAGs to segment your list
To use the segmentation features through TAGs, the first thing to do is to create a mailing list by entering all the data we have found useful to collect about our contacts at the time of registration, and upload it to one’s Infomail account as a CSV file.
Uploading the mailing list to Infomail is easy:
- Go to “List”, click on the “Create New List” button at the top right, and choose a name to assign to your new list.
- Click on the pop-up menu in the new list section indicated by three bullets, and choose the “Import Contacts” item.
If the CSV file you created from an Excel file, does not load, use programs such as Convertio to convert it from Excel to CSV.
When loading the list you will be asked for each of the categories you entered in the Excel sheet (First Name, Last Name, City, Gender, Profession etc.) whether to enter them as Email, Optional Field or TAG.
◾ The Email choice should be assigned only to the category that includes the user’s email address.
◾ The Optional Field choice will be assigned to the categories you would like to use as personalization elements of your communications, i.e. First Name, Last Name, Title, etc.
The Optional Fields feature is one that will allow you to automate the inclusion of data such as the recipient’s first and last name in your emails or newsletters. Learn more about Optional Fields and personalization of emails and newsletters here.
◾ The TAG choice, on the other hand, will be assigned to label and classify your contacts based on the information you have about them. For example, if in the Excel sheet you imported you had provided the sex category (male or female) you can record it as a TAG, name it “sex,” and later, if needed, use this TAG to send only to male contacts or only to female contacts.
Once you have created the new mailing list with Optional Fields and TAGs, you can proceed with the mailing and segment it through TAGs.
Here’s how to proceed!
Go to the “Lists” page and click on the “Edit List” button corresponding to the mailing list you intend to use.
You will visualize your mailing list and each email address will correspond to the TAGs you have chosen to enter (city, profession, gender, if it has children, if it has a dog or cat,etc.).
By clicking on “Filter by Tag” you can select and view the categories to which to send your email. We in the attached example selected male contacts residing in Milan.. The contacts with these requirements on our test list are 2: Ted De Teddis and Winny The Pooh. It really is a case of saying “few but good”!
AND NOW THAT WE HAVE THE TAGS WHAT DO WE DO WITH THEM?
What are Segments?
To segment the mailing list, the next step is to send an email to the contacts we have selected through TAGs. And that’s where Segments come in.
As a matter of fact, with TAGs we only defined the characteristics of our contacts and organized them into categories. To use this segmentation for specific mailings, we need to create a Segment, which is a sublist within our main contact list.
Let’s see how to proceed!
Also on the “Edit List” screen, we need to click on the “Create Segment” item.
A dialog box will open asking us to name the Segment, define the type of filter (whether Filter for all selected TAGs or Filter for at least one of the selected TAGs), and choose the TAGs related to the contact categories we wish to select. We selected male (M) contacts residing in Milan.
Click OK to create your segment!
Click on “Show Segments” to view and manage all the segments you have created.
Now that we have set up the TAGs and created the Segment we are interested in, we can proceed to send the email to our male contacts residing in Milan.
This is also very simple!
WE ARE ALMOST FINISHED…
And now the delivery!
To send an email to a segmented list, simply set up the communication in a template and when selecting Recipients, first choose the list from the menu “Recipients” (in our case the list “prova tag 2”) and after the segment we created. ad hoc from the menu “Create Segment” (in our case Maschi Milano).
Easy isn’t it?